Latest Institutional Purchases of Invesco Qqq Trust, Series 1 (QQQ)
This list provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.01K+ 26.25% |
$5.31M - $5.73M
|
43.3K
$26.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8.97K+ 30.32% |
$5.29M - $5.7M
|
38.6K
$23.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
8.88KNew |
$5.23M - $5.64M
|
8.88K
$5.36M
|
|
|
Jan 23, 2026
Q4 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
8K+ 59.37% |
$4.72M - $5.09M
|
21.5K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
7.99K+ 20.03% |
$4.71M - $5.08M
|
47.9K
$28.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.75K+ 209.69% |
$4.57M - $4.93M
|
11.4K
$6.91M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.44K+ 4.54% |
$4.39M - $4.73M
|
171K
$103M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
7.3K+ 24.68% |
$4.3M - $4.64M
|
36.9K
$22.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7.28K+ 67.95% |
$4.29M - $4.63M
|
18K
$10.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.93K+ 11.71% |
$4.09M - $4.41M
|
66.1K
$39.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.74K+ 98.39% |
$3.97M - $4.28M
|
13.6K
$8.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Coquina Private Wealth LLC
Port Charlotte, FL |
BUY
|
- |
6.32KNew |
$3.73M - $4.02M
|
6.32K
$3.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.14K+ 2.73% |
$3.62M - $3.91M
|
232K
$140M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.05K+ 296.32% |
$3.56M - $3.84M
|
8.09K
$4.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
6.01KNew |
$3.54M - $3.82M
|
6.01K
$3.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
5.49K+ 14.78% |
$3.24M - $3.49M
|
42.6K
$25.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.35K+ 16.67% |
$3.15M - $3.4M
|
37.4K
$22.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.15KNew |
$3.03M - $3.27M
|
5.15K
$3.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
5.02K+ 18.01% |
$2.96M - $3.19M
|
32.9K
$19.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.77K+ 60.5% |
$2.81M - $3.03M
|
12.7K
$7.64M
|
|
|
Jan 27, 2026
Q4 2025
|
Jones Kertz & Associates, Inc.
Blaine, MN |
BUY
|
- |
4.54KNew |
$2.68M - $2.89M
|
4.54K
$2.74M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.44K+ 15.28% |
$2.62M - $2.82M
|
33.5K
$20.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.36K+ 9.09% |
$2.57M - $2.77M
|
52.3K
$31.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.35KNew |
$2.56M - $2.76M
|
4.35K
$2.62M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 9.31% |
$2.46M - $2.65M
|
49K
$29.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.08K+ 659.39% |
$2.4M - $2.59M
|
4.69K
$2.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.05K+ 38.62% |
$2.39M - $2.57M
|
14.5K
$8.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
4.02KNew |
$2.37M - $2.56M
|
4.02K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.95K+ 142.88% |
$2.33M - $2.51M
|
6.71K
$4.05M
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
3.91K+ 189.84% |
$2.3M - $2.48M
|
5.96K
$3.6M
|
|
|
Jan 29, 2026
Q4 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.87K+ 34.7% |
$2.28M - $2.46M
|
15K
$9.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.79K+ 56.59% |
$2.24M - $2.41M
|
10.5K
$6.34M
|
|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
3.7K+ 27.41% |
$2.18M - $2.35M
|
17.2K
$10.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.58K+ 43.19% |
$2.11M - $2.28M
|
11.9K
$7.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
3.43K+ 0.98% |
$2.02M - $2.18M
|
354K
$213M
|
|
|
Jan 23, 2026
Q4 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
3.4K+ 1.11% |
$2M - $2.16M
|
310K
$187M
|
|
|
Jan 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.38K+ 1.91% |
$1.99M - $2.15M
|
180K
$109M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.37K+ 4.78% |
$1.99M - $2.15M
|
73.9K
$44.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.36K+ 508.33% |
$1.98M - $2.13M
|
4.02K
$2.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.33K+ 13.66% |
$1.97M - $2.12M
|
27.7K
$16.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
3.29KNew |
$1.94M - $2.09M
|
3.29K
$1.98M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.28K+ 5.0% |
$1.94M - $2.09M
|
69K
$41.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
3.25K+ 36.52% |
$1.92M - $2.07M
|
12.2K
$7.34M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.24K+ 140.76% |
$1.91M - $2.06M
|
5.54K
$3.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.04K+ 11.38% |
$1.79M - $1.93M
|
29.8K
$18M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
3.02K+ 10.62% |
$1.78M - $1.92M
|
31.4K
$19M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
3KNew |
$1.77M - $1.91M
|
3K
$1.81M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.96K+ 19.06% |
$1.74M - $1.88M
|
18.5K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.95K+ 22.53% |
$1.74M - $1.88M
|
16.1K
$9.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.95K+ 19.04% |
$1.74M - $1.87M
|
18.4K
$11.1M
|
|